We Help Business Owners and Other Investors Better Manage Their Personal Wealth

White Horse Advisors (WHA) Asset Management helps business owners and other investors better manage their personal wealth by making sound business decisions addressing risks, to ultimately help them achieve their investment goals.

We bring the investment experience, resources, and processes that we use with our institutional clients to our individual investment clients. This allows us to offer cost-effective and prudently managed portfolios to help clients achieve their long-term investment objectives.

Although our financial advisors are based in Atlanta, we provide wealth management services and financial planning throughout the United States. Convenient access to the Atlanta Hartsfield-Jackson airport makes it easy for us to visit our clients.

Wealth Management for Business Owners

White Horse Advisors Asset Management has a great deal of experience helping business owners with their personal wealth management needs.

To help our clients meet their investment goals, our process focuses on three major components of investment planning:

Deliberate Asset Allocation

Perhaps the most important decision an investor can make is how he or she should prudently and effectively spread their investment dollars over a range of asset types such as stocks, bonds, real estate, and cash. We help clients make deliberate allocation decisions after carefully considering their risk tolerance, investment time horizon, income needs and other considerations. Making the right asset allocation decision for the right reasons is a critical component of sound investment planning.

Risk Efficiency

There is no such thing as investing without risk. Addressing risk is an important part of our investment process. A key concept of risk efficiency is “upside capture/downside avoidance.” This means when markets are going upwards we want to capture much of that growth without unnecessary risk, and when investment markets are going down, we seek to avoid declines in a portfolio because of unnecessary risk. There are no guarantees of course. We are willing to give up some of the upside potential in an attempt to achieve less volatility and declines.

Monitoring & Rebalancing

Investment planning and advice is an ongoing process. An important part of our service is monitoring clients’ portfolios and staying on top of changing market conditions, client goals, tax considerations, and other factors. As life changes, we keep clients’ assets in alignment with their goals through periodic rebalancing. All of this helps to take the emotion out of a sound investment strategy.

Risk Tolerance Questionnaire

Use this questionnaire to help determine your investment objectives and asset allocation.

White Horse is a brand under which we offer three distinct lines of business. White Horse Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory services to clients. CoVerity is a brand name under White Horse Advisors, LLC through which we provide investment advice and consulting services to sponsors of qualified retirement plans. WHA Asset Management is a brand name under White Horse Advisors, LLC through which we provide asset management services to individuals and institutions. NAVIXTM is a brand name under which White Horse Consulting, LLC provides exit planning services to owners of closely held businesses. White Horse Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by White Horse.